Zomentum's email integration allows you to sync your emails sent from Zomentum with your email account (Gmail or Microsoft) and vice-versa. Our calendar integration sync Zomentum meetings and tasks with your calendar and vice versa.


Prerequisites

  1. Zomentum account
  2. Access to your calendar 
    • Supported calendar: Google Calendar, Exchange Calendar, iCal, or Outlook.com



How to integrate this?

  1. Login into your Zomentum account
  2. Go to Settings ---> Integrations ---> Add Account (this will connect both email and calendar)

  3. Settings ---> Email and Calendar integrations ---> Calendar preferences next to your integrated email(if the email is already integrated)



  4. Choose your calendar



  5. Choose one-way or two-way sync,
    1. Two-way sync
      • Zomentum activities sync to calendar
      • Calendar events sync to Zomentum as Meetings
    2. One-way sync
      • Zomentum activities sync to calendar
      • Only edits to Zomentum activities in the calendar will sync back to Zomentum

  6. Select if you want to sync just meeting or both meetings and tasks from Zomentum to your calendar
    1. Zomentum tasks will be synced as 5-minute meeting events in your calendar. 
    2. We do not sync with Google Task or Outlook To Do

  7. "Create a contact from attendee list" would add the emails of the attendees in a calendar invite to your Zomentum Client contacts. This is only applicable while creating an event from your calendar to Zomentum.
    • If you want to ignore certain domains (for e.g. your company domain) while creating client contact, you can add them under "Specify domains you don't want to create contacts from"

  8. Click on update preference and you are done